American technology company ARCELL enters the AR market
As the next generation of "platform" electronic consumer products after smartphones, AR glasses are gradually becoming popular from 2022 to the present.
Recently, the American technology company ARCELL launched a consumer-grade AR glasses, which uses a 4-core 1.4GHz main frequency, equipped with an optical waveguide solution and a Micro OLED display module. The whole machine weighs only 79g and can realize face-to-face translation, audio and video playback, navigation and other functions, which has attracted strong attention from the industry and technology enthusiasts.
1. Industry players are stepping into the game, and the market is entering an explosive period
5G technology promotes the popularization of wearable devices, making AR glasses one of the next development goals and directions for smart terminals. App Developer Magazine data shows that as of 2023, the global AR glasses market has reached US$15.4 billion, and is expected to continue to grow at a compound annual growth rate of 16.6% in the next ten years. By 2033, the market size will reach US$72 billion, showing strong growth potential.
The vast market space has also attracted many technology companies to enter this field: technology giants Apple, meta, and Microsoft have entered the game one after another, and players such as Thunderbird Innovation, Rokid, and The company behind it, Humanance, has even been valued at US$800 million... This series of phenomena all convey to the outside world that the AR glasses track is extremely hot.
At the same time, there is another new technology company with good strength and outstanding performance, that is ARCELL. This start-up was founded in 2023. The founder is Dr. Lan from the Autonomous Driving Algorithm Institute of the Technical University of Berlin in Germany. The team comes from Silicon Valley, and its members have industry-leading and successful experience in the fields of hardware, software, algorithms, optical technology and other fields.
With strong team background and technical R&D endorsement, ARCELL has shocked the technology world with its innovative industry solutions and mass-produced products even though it entered the industry as a start-up. In just one year since its establishment, the company's valuation has reached 300 million U.S. dollars, and its growth rate is astonishing.
2. Differentiated competition to seize opportunities and quickly lead the industry
As more and more manufacturers enter the market and continue to iterate products, they not only play a role in exploring the market, but also promote the overall development of the industry.The technological maturity of consumer AR glasses.
In order to quickly seize industry opportunities, ARCELL, which has just entered the industry, is cooperating with excellent upstream suppliers to lay the foundation for the creation of industry-leading mass-produced AR products. On the other hand, the company has always maintained its focus on advanced technology. Through the self-developed ZVERO OS system, it improves computing performance, reduces power consumption, optimizes interactive experience, establishes an uploadable App Store, and establishes a good product ecosystem for developers.
As for the optical solution that determines the experience of AR glasses, compared to the current mainstream Birdbath (BB) solution that most manufacturers continue to use, ARCELL is the first to adopt a more expensive but more advanced optical waveguide solution. It not only solves the pain points of current AR glasses such as large size, incompatibility, poor visual effects, and single scenes, but its underlying technology can also support the improvement of consumer experience.
It is worth mentioning that the differentiated advantages of the optical waveguide solution are destined to be the destination of consumer-grade AR and have become recognized in the industryThe future iteration direction of AR glasses.
Based on the optical waveguide solution, ARCELL AR glasses use a 4-core 1.4GHz main frequency, equipped with 1.5mm thin optical waveguide lenses, support 100% sRGB full-color display, with a light transmittance of up to 83%, a continuous battery life of 5.5 hours, the whole machine weighs only 79g, and has leading advantages in lightweight, light transmittance, brightness and other aspects.
Currently in the Chinese market, Thunderbird's innovative consumer-grade AR glasses are leading the sales, thanks to its innovation in optical display. In October 2023, Thunderbird innovatively released and mass-produced the world's first binocular full-color Micro-LED optical waveguide AR glasses product. The ultra-small full-color light engine it is equipped with is the first Micro-LED light engine in the industry to break the Micro-LED three-color color combination problem and achieve full-color display effects.
As a new company, ARCELL has mastered the same mature technical capabilities as Thunderbird Innovation in optical display, and its technology far exceeds the industry average. According to AThe RCELL brand revealed that they expect to use a 4-core 1.8GHz main frequency for the second-generation product, the third-generation product will use a binocular optical waveguide solution, and the fourth-generation will use Micro-LED technology. The design and mass production process of the light engine will be further optimized to continuously improve imaging quality and optical efficiency, and ultimately enhance the product's optical display effect, content ecology, and interactive experience.
3. Expand scenario-based applications, taking into account practicality, entertainment and fashion
Regarding the core concept of making AR products, the ARCELL team places special emphasis on scenario-based applications, adheres to "pragmatism + portability", and makes AR glasses that are good-looking, easy to use, and fun for users.
It is understood that ARCELL AR glasses can meet daily wearing needs.It provides users with scene services such as simultaneous interpretation, video playback, photography and video recording, directional sound transmission, and real-time navigation. It supports intelligent voice control, making smart AR glasses a reality for street use and daily use. More importantly, its fashion attributes are easier to impress users.
The ARCELL team believes that for AR glasses to open up the consumer market, the key is for the product to be young, fashionable, lightweight and comfortable. It is first of all a normal fashion item, as natural as the public wearing glasses, and secondly, smart glasses. Because of this, ARCELL has been committed to creating fashionable technology hardware so that AR glasses can truly integrate into people's daily lives.
With rich application scenarios, practicality, entertainment and fashion, what follows is ARCELL The popularity and sales of AR glasses have far exceeded expectations. Public data shows that the sales of ARCELL AR glasses have exceeded 10,000 units, becoming one of the few truly solid glasses in the industry.An all-in-one AR glasses brand currently shipping at scale.
4. See clearly the bright line of industry development, "AR+AI" is the ultimate destination
How to perceive, how to understand, how to interact, how to collaborate and digital content creation are capabilities that AR glasses must build. With the arrival of revolutionary breakthroughs in AI technology, AR glasses powered by AI may be the "optimal solution" to achieve the above functions. Whether it is the technology giant Meta, Rokid, Thunderbird Innovation, Li Weike Technology, etc., they have all realized this.
ARCELL The team’s ideas coincide with those of industry players. They believe that AR glasses will be the “strongest carrier” of AI because AR glasses have almost the same visual capabilities as humans. Combined with screens and speakers, they can truly free their hands and allow AI to quickly present processed information in front of people in the form of images, text or voice after “seeing”, enabling AI to accompany them at all times. In the CHATGPT4.0 era,"AR+AI" will be an important trend in the industry in the next 2-3 years, and the ARCELL team firmly believes that the most important new hardware brought by AI is AR glasses.
Currently, in the area of "AR+AI", ARCELL is cooperating with SCALE AI, a global artificial intelligence unicorn company, to deeply integrate artificial intelligence and AR glasses to redefine the way humans obtain information, thus bringing a disruptive experience.
ARCELL stated that with the empowerment of AI technology, ARCELL will implement artificial intelligence applications and automated screening of basic information in glasses, turning AR glasses into "personal assistants" with super brains, similar to "Jarvis" in Iron Man, using AR in a more efficient and safer interactive form. The experience is presented before people's eyes, pushing the industry to truly enter the Empower stage.
Right now, the AR craze has arrived, and the industry’s development direction and prospects are gradually becoming clearer. Possessing technological research and development advantages and industrial chain integration capabilitiesThe powerful ARCELL obviously believes that it is the perfect time to enter the market and is ready to compete with global technology giants. According to the ARCELL team, the company will start with the underlying technologies of hardware, software, and algorithms, and use continuously innovative technologies and solutions to create more hands-free revolutionary smart glasses products, accelerating the opening of the entrance to the metaverse.
ANNA